ADNCX Mutual Fund

ADNCX Mutual Fund

NAV$21.15
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Returns Overview

1 Month
+4.66%
3 Months
+11.52%
6 Months
+34.61%
YTD
+16.34%
1 Year
+8.95%
3 Years (annualized)
+24.89%
5 Years (annualized)
-6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADNCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.34%
Peer Avg (YTD)
+6.72%
vs Peers
+9.62%

ADNCX Mutual Fund Performance

ADNCX performance across multiple time periods: 1-month 4.66%, YTD 16.34%, 1-year 8.95%, 3-year 24.89%, 5-year -6.58%.

ADNCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

ADNCX vs another fund shows side-by-side returns. ADNCX alternatives are available in the Mutual Fund Screener.